Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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114M
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Number of holders
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217
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Total 13F shares, excl. options
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39M
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Shares change
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+10.5M
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Total reported value, excl. options
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$2.51B
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Value change
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+$679M
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Number of buys
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150
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Number of sells
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-64
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Price
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$64.26
Significant Holders of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) as of Q1 2024
228 filings reported holding AVLV - Avantis US Large Cap Value ETF - Exchange-Traded Fund as of Q1 2024.
Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) has 217 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39M shares
of 114M outstanding shares and own 34.12% of the company stock.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.25M shares), Merriman Wealth Management, LLC (1.95M shares), Pure Financial Advisors, LLC (1.74M shares), Alesco Advisors LLC (1.36M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.35M shares), AMERICAN CENTURY COMPANIES INC (1.19M shares), ENVESTNET ASSET MANAGEMENT INC (1.07M shares), Cetera Investment Advisers (964K shares), TCG Advisory Services, LLC (933K shares), and Cannon Financial Strategists, Inc. (930K shares).
This table shows the top 217 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.